Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Louis University Retirement Plan is a benefit plan reported by National Louis University under EIN 36-2167804 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,527 participants and $129,713,063 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,713,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,713,063
- Net assets (BOY)
- $117,714,118
Income & contributions
- Employer contributions
- $1,984,367
- Participant contributions
- $2,554,851
- Total contributions
- $5,549,234
- Total income / additions
- $22,065,274
Expenses & distributions
- Benefits paid
- $9,818,897
- Administrative expenses
- $241,283
- Total expenses
- $10,066,329
- Net increase / (decrease)
- $11,998,945